Charles Badenach

Main Street Financial Solutions Pty Ltd

Platinum
22 Yrs Experience
Hobart, TAS 7000
Charles is a certified financial planner, having worked as a financial planner for over 14 years. He previously worked in the legal profession with a major law firm and was admitted as a Practitioner of the Supreme Court of Tasmania and the High Court of Australia. Charles has a combined Bachelor of Arts and Laws Degree and a Graduate Certificate in Legal Practice from the University of Tasmania. He has also completed the Diploma of Financial Planning from Deakin University, the Graduate Diploma in Applied Finance and Investment through the Securities Institute and the Institute of Company Directors Diploma Course. Charles is also an accredited FPA Life Risk Specialist. Charles has won a number of industry awards for his work in the financial services industry including: * Association of Financial Advisers (AFA) Excellence in Education Award 2015 * Independent Financial Advisers (IFA) Excellence Awards -  Innovator of the Year 2014 * Association of Financial Advisers (AFA) Excellence in Education National Finalist 2014 * Financial Standard Innovation, Leadership and Excellence in Social Media Award 2012 * Money Management Australian Financial Planner of the Year 2011 * Financial Planning Association  (FPA) Future2 Community Best Practice Award 2011 * Financial Planning Association Value of Advice National Award in the Pre-Retirement Category 2010 In addition to this, Charles was runner up for Tasmania in the 2012 FPA Certified Financial Planners Best Practice Award. Charles has also written a self-help financial book “Old Head on Young Shoulders” which made the national best seller list. Charles is an associate member of the Financial Planning Association of Australia, the Association of Financial Advisers and the Law Society of Tasmania. Charles specialises in providing financial planning, insurance and investment advice for clients throughout Australia.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Main Street Financial Solutions was established as a boutique fee for service business with the objective of providing professional, personalised, accessible and cost effective advice. There is no cost for the initial appointment as we need to invest time in you to understand your personal circumstances, needs and objectives before we do anything. Costs will be discussed at the initial meeting.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 24
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualifications
    • Graduate Diploma of Applied Finance and Investment
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Main Street Financial Solutions Pty Ltd

Level 2, 144 Collins Street
Hobart, TAS 7000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Integrity Financial Planners Pty. Ltd.

AFSL 225051

5.00
24 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 24

Sort by

5.00

"Getting financial advice to manage my portfolio is something I always mean to do but never get around to it. After meeting Charles at the complementary meeting I felt 100% sure I had made the right decision. Charles is very warm and welcoming and went above and beyond my expectations. I would strongly recommend him to anyone who is looking for professional financial planning."

  • Managing Debt
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Main Street Financial Solutions is a financial services organisation that is professional, client focussed, team based, and are always looking at ways in which they can improve the client experience. I have referred by parents to see Charles and Rebecca in relation to their financial affairs and I will continue to refer family and friends to them where appropriate. A great business run by great people that gives their clients a great outcome."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I work with Charles and Rebecca at Main Street, and enjoy working with them both. Having a team based approach is really what sets them apart from other advisers. They have provided me with a long term strategic plan that will enable me to live the life I want to live and also assist in leaving a legacy for my son. I would highly recommend them to any prospective client. See https://www.youtube.com/watch?v=UVx-l8ymxiQ"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Charles was referred to us by a friend and we are forever grateful for this. Prior to meeting Charles we had met with 3 other financial advisers and the difference was amazing. Charles focused on getting an understanding on what we wanted and took the time to really get to know us."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Charles provides financial advice to my family and we have found him to be totally professional, independent , with advice that suits our circumstances. He is always prompt with providing his advice and answering our questions. I would have no hesitation in recommending him and if you were considering using him , I would be available to discuss any aspect of his service. Tim Johnstone - 0418395157"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Charles has a very sound knowledge on all aspects of superannuation and preparing for retirement and he has the ability to explain it simply and concisely so I could understand exactly what I was doing with my money."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Charles has a genuine interest in the financial wellbeing of his clients. He has given us excellent advise to meet the life goals we set in our initial meetings with him. We unreservedly recommend him as a adviser."

  • Government Assistance
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"In my opinion, Charles is an exceptional adviser who has developed the right investment strategy for me and my family."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Charles has always displayed a passion for first class service and for dealing with clients in a manner that looks to develop long term relationships."

  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We live overseas and being able to engage with an adviser in Australia via Skype where required is something we have been looking for a long time. We intend to return to Australia to live in due course and having Charles as sounding board has been invaluable. He has been able to help us protect, plan and grow our asset base. A fantastic resource for anyone overseas looking for an 'A' grade financial adviser, We highly recommend Charles."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 24

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Life Risk Specialists (LRS)

Level
0 - Training / Exam / Other
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2004

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Tax Practitioners Board (TPB)

Membership type
Certified Financial Planner
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